Paraplanner

Recruiter
Meadowbank Associates Ltd
Location
Crewe
Salary
£30k-£40k
Posted
20 Apr 2017
Closes
20 May 2017
Contract Type
Permanent
Hours
Full Time
My client is looking for an experienced Paraplanner to join their expanding team. Previous experience is essential as this is a demanding role with various duties to complete on a daily basis.

Responsibilities will include:-

- Prepare full suitability reports- Undertake research and analysis

- complete tax calculations

- produce fund performance reports

- research alternative investment options

- carry out servicing work and speculative research

- use financial planning knowledge to challenge solutions

You must have a good understanding of the financial planning process and hold a level 4 qualification that meets the FCA criteria for advising on investments (ideally PFS Regulated Diploma)

Working Monday to Friday.
Salary is £30k-£40k dependent on experience.